Matthew Makowski in

Matthew Makowski

Sharpshooter · DISC type CD
Founder / Owner ~MMIV~ Parent Company at MMIV EU
📍 Spain

Matthew Makowski is the Director of PCC Network, leveraging over 22 years of experience in financial services to lead global business development and build high-performing advisory teams. He specializes in creating wealth strategies for HNW and UHNW clients, particularly in a cross-border context. Matthew holds a Bachelors degree from Loyola Marymount University and Series 7 & 66 certifications.

He has founded, scaled, and successfully sold an international enterprise based in the European Union.

Read the full overview →
Experience
25 Years
Current Role
Founder / Owner ~MMIV~ Parent Company
Job Level
Leadership
Location
Spain
Personality Overview

How Matthew shows up

Fast But Analytical
ROI Driven
Thorough Evaluator

They are not focused on building rapport and relationships. They like to act fast and expect others to do the same. More than the product, they care about the effectiveness of the product.

Priorities

Topics Matthew cares about

Cross-Border Wealth
His work focuses on financial services for clients in the EU, US, and Switzerland, and he has authored multiple articles on expat wealth management and tax planning.
Modern Advising
He writes about the evolution of wealth management, emphasizing a shift from simple investment management to holistic financial life planning for HNW clients.
+4 more topics Login to view topics
Career

Work history

1-2021
Founder / Owner ~MMIV~ Parent Company
MMIV EU
8-2014 - 10-2020
Wealth Management Advisor
TIAA
1-2012 - 7-2014
Partner
New York Life Insurance Company
7-2008 - 1-2012
Managing Director (Securian Financial / Minnesota Life)
SageCrest Wealth Management
4-2004 - 7-2008
District Manager / Financial Advisor (Formerly American Express F.A.)
Ameriprise Financial Services, LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1996 - 2000
Bachelor's degree
Loyola Marymount University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

David Allen
David Allen
President
Five Star Painting of Dayton, OH
 Chance Wheeler
Chance Wheeler
Chief Executive Officer
Op2 Collective
 Denise Casto
Denise Casto
Virtual CFO
Clark Schaefer Hackett
 Tammy Whitaker
Tammy Whitaker
Senior Vice President & General Manager Yearbook Division
Jostens
Unlock the full playbookSee exactly how to sell to Matthew. Free, 10 seconds.